Behind the Markets Podcast

Show from 10/25/19 In this episode Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz talks to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy. Guest: Marc Chandler, who is a Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market. Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com. Follow him on Twitter: @marcmakingsense Check out his Marc Chandler's articles here: www.marctomarket.com/2019/07/interv…and-bluff.html

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/ Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/

Show from 10/11/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Stephen Sexauer, Jose Brito & Jillian Fornito about Market Growth and The European Outlook. Guest: Stephen Sexauer oversees SDCERA's investment strategy for the Fund's public and private investments, investment team and investment consultants. In addition to the day-to-day operation of SDCERA's Investment Division, he also assists SDCERA's Board with determining the Fund's investment policies, strategy and asset allocation. Check out more information here https://www.conference-board.org/bio/index.cfm?bioid=1036 Guest: José Brito, Ph.D, has previously worked as an economist at the Monetary Authority of Macau and the Bank of Portugal. Currently he works at Millenniumbcp, the biggest Portuguese private banking group, as the institution’s chief economist after having held the position of head of financial markets research. He has published several papers in international refereed academic journals and op-eds in the Portuguese and international press, including the Financial Times and the Handelsblatt. Check out more information here: https://www.researchgate.net/profile/Jose_Brito5 Guests: Jill Fornito joined the Global Interdependence Center in 2008 as the assistant director with a broad scope of responsibilities including organizational and program management. In 2011, Jill assumed the role of director of operations, focusing mainly on the planning and execution of GIC’s domestic and international conferences. Jill was named the executive director in 2017 as she continues to oversee the daily operations of the GIC office, including development, financial administration, program coordination and communications. She is also the author of GIC’s Travel Blog Check out more information here: https://www.interdependence.org/author/jfornitointerdependence-org/

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz talk with guest Charles Evans about the financial innovation and size premium. Guest: Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body. Check out more information here: https://www.chicagofed.org/people/e/evans-charles

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest: Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Guest: Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines. Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium. Guest: Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation. Check out more information here: https://www.analysisgroup.com/experts-and-consultants/affiliated-experts/ray-ball/

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards. Guest: Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time” Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/ Guest: Mihail Velikov, an assistant professor of finance at the Smeal College of Business at Penn State University. Prior to Penn State, he spent four years at the Federal Reserve Bank of Richmond. He was part of a panel that gave a trading cost perspective on the Anomaly paper. Check out more information here: https://www.nber.org/people/mihail_velikov

Show from 9/20/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy.. Guest: James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, including activities at the St. Louis headquarters and its branches in Little Rock, Arkansas, Louisville, Kentucky., and Memphis, Tennessee. Check out more information here: https://www.stlouisfed.org/about-us/leadership-governance/bank-officers/executive-bios/james-bullard

Show from 9/13/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses. Guest: Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern Monopolies Follow him on Twitter: @NLJ_1 Check out his website here: https://www.applicoinc.com/

Show from 9/6/19 In this episode of Behind the Markets hosts Jeremy Schwartz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook. Guest: Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvar Check out his website here: https://boockreport.com Guest: Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Follow him on Twitter: @biancoresearch Check out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR